Group 1: Company Overview and Strategy - The company focuses on two main businesses: integrated circuits and environmental resource services, aiming for innovation and growth [2][3] - The company plans to enhance its core competitiveness through a dual approach of capital and industrial development, targeting strategic emerging industries [2][3] Group 2: Financial Performance - For the first three quarters of 2025, the company reported revenue of 270 million yuan, a year-on-year increase of 12.57%, and a net profit of 60 million yuan, up 52.38% from the previous year [4] - The subsidiary Shanghai Minai achieved revenue of 122 million yuan in the same period, reflecting a growth of 10.59%, with net profit increasing by 347.50% to 17 million yuan [4] Group 3: Market Position and Future Outlook - The company emphasizes the importance of value creation for shareholders and plans to improve market share and operational efficiency [3][4] - The management is committed to enhancing investor relations and information disclosure to boost market confidence [3][4] Group 4: Investment and Growth Initiatives - Recent capital increase in Aike Integrated is expected to strengthen the company's testing business and foster strategic collaborations with key clients [3] - The company is focused on acquiring high-end testing equipment to expand its market presence and competitiveness in the testing sector [4]

Core Viewpoint - The company, Dagang Co., Ltd. (002077.SZ), is enhancing its strategic position in the integrated circuit testing sector by increasing its stake in Aiko Integrated, aiming for better synergy in this field [1][3]. Company Summary - Dagang Co., Ltd. is making a capital increase through its wholly-owned subsidiary, Shanghai Minai, to gain control of Aiko Integrated, which specializes in semiconductor testing services [1][3]. - The capital raised will primarily be used to acquire high-end testing equipment, thereby improving the company's capacity and technical capabilities in high-end chip testing [3]. - Aiko Integrated provides customized testing solutions for various domestic integrated circuit design companies, covering multiple chip testing areas including analog, mixed-signal, and RF [3]. Industry Summary - The integrated circuit testing segment is critical within the semiconductor supply chain, especially as chip complexity increases and domestic substitution accelerates [3]. - There is a growing demand for testing equipment and services, which is expected to benefit Dagang Co., Ltd. in establishing a competitive advantage in the testing market [3]. - The company's move is anticipated to enhance vertical synergy from wafer manufacturing to testing, optimizing resource allocation and scaling operational capabilities [3].

关于举办 2025 年第三季度网上业绩说明会的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 江苏大港股份有限公司（以下简称"公司"）已于 2025 年 10 月 28 日在《证 券时报》和巨潮资讯网（http://www.cninfo.com.cn）上披露了《2025 年第三季度报 告》。为便于广大投资者更加全面深入地了解公司情况，公司定于 2025 年 11 月 11 日（星期二）15:00-16:00 在全景网举办 2025 年第三季度业绩说明会。本次业绩说 明会将采用网络远程的方式举行，投资者可登录全景网"投资者关系互动平台" （http://ir.p5w.net）参与本次业绩说明会。 证券代码：002077 证券简称：大港股份 公告编号：2025-031 江苏大港股份有限公司 （问题征集专题页面二维码） 欢迎广大投资者积极参与本次网上业绩说明会。 特此公告。 江苏大港股份有限公司董事会 二○二五年十一月七日 出席本次业绩说明会的人员有：董事、总经理李维波先生，独立董事解清杰先 生，财务总监王曼女士，董事会秘书吴国伟先生。 为充分尊重投资者、提升 ...

Core Viewpoint - Dagang Co., Ltd. announced on November 6 that its wholly-owned subsidiary, Shanghai Minai, has increased its investment to gain control of Aike Integrated, which will enhance synergies in customer resources, technology accumulation, and capacity layout in the integrated circuit testing field [2] Group 1 - The investment will primarily be used to purchase high-end testing equipment, which is expected to expand the company's market scale and competitiveness in the testing market [2] - This strategic move is considered significant for the long-term development of the company [2]

Core Viewpoint - Dagang Co., Ltd. has shown a positive stock performance with a year-to-date increase of 17.66% and a recent market capitalization of 10.017 billion yuan, despite some fluctuations in trading volume and net fund outflow [1][2]. Financial Performance - For the period from January to September 2025, Dagang Co., Ltd. achieved a revenue of 270 million yuan, representing a year-on-year growth of 12.57%, while the net profit attributable to shareholders reached approximately 60.48 million yuan, up 52.38% year-on-year [2]. Shareholder Information - As of October 20, 2025, the number of shareholders for Dagang Co., Ltd. was 90,300, a decrease of 9.81% from the previous period, with an average of 6,425 circulating shares per shareholder, which is an increase of 10.88% [2]. Dividend Distribution - Since its A-share listing, Dagang Co., Ltd. has distributed a total of 109 million yuan in dividends, with no dividends paid out in the last three years [3]. Institutional Holdings - As of September 30, 2025, the top ten circulating shareholders included Southern CSI 1000 ETF, holding 3.18 million shares (a decrease of 36,200 shares), and Hong Kong Central Clearing Limited, holding 2.38 million shares (an increase of 156,200 shares) [3].

Core Viewpoint - Dagang Co., Ltd. has experienced a decline in stock price and significant net outflow of funds, despite a year-to-date increase in stock price and positive revenue and profit growth in the first nine months of 2025 [1][2]. Group 1: Stock Performance - On November 4, Dagang's stock price fell by 2.00% to 17.15 CNY per share, with a trading volume of 5.22 billion CNY and a turnover rate of 5.17%, resulting in a total market capitalization of 99.53 billion CNY [1]. - Year-to-date, Dagang's stock price has increased by 16.91%, with no change in the last five trading days, a 2.94% increase over the last 20 days, and a 21.72% increase over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Dagang achieved operating revenue of 270 million CNY, representing a year-on-year growth of 12.57%, and a net profit attributable to shareholders of 60.48 million CNY, reflecting a year-on-year increase of 52.38% [2]. - Since its A-share listing, Dagang has distributed a total of 109 million CNY in dividends, with no dividends paid in the last three years [3]. Group 3: Shareholder Structure - As of October 20, 2025, the number of Dagang's shareholders decreased by 9.81% to 90,300, while the average circulating shares per person increased by 10.88% to 6,425 shares [2]. - The top ten circulating shareholders include Southern CSI 1000 ETF, holding 3.18 million shares (a decrease of 36,200 shares), and Hong Kong Central Clearing Limited, holding 2.38 million shares (an increase of 156,200 shares) [3].

Core Viewpoint - Dagang Co., Ltd. plans to invest 90 million yuan through its wholly-owned subsidiary, Shanghai Minai Semiconductor Co., Ltd., to increase the registered capital of Jiangsu Aike Integrated Circuit Co., Ltd. and gain control over it [2][3][5] Investment Details - The investment involves an increase in registered capital of 37.15 million yuan, with the remaining amount added to the capital reserve of Aike Integrated [3] - After the capital increase, Aike Integrated's registered capital will rise from 10 million yuan to 47.15 million yuan, with Shanghai Minai holding 78.79% of the shares, making Aike Integrated a subsidiary [5] Market Reaction - Following the announcement, Dagang's stock price experienced unusual fluctuations, with a trading volume of 1.078 billion yuan and a turnover rate of 10.84% on November 3 [6] Business Synergy - Aike Integrated focuses on integrated circuit testing, aligning with Shanghai Minai's main business, and aims to enhance strategic cooperation with core clients, thereby promoting growth in the integrated circuit testing sector [7][8] Financial Performance - Aike Integrated reported a net profit of 1.5928 million yuan in the first half of 2025, with a total revenue of 20.8923 million yuan [10] - The net asset value of Aike Integrated is 11.509 million yuan, with an assessed value of 24.2244 million yuan, reflecting a net asset appreciation rate of 110.48% [8][10]

Core Viewpoint - Dagang Co., Ltd. plans to invest 90 million yuan through its wholly-owned subsidiary, Shanghai Minai Semiconductor Co., Ltd., to increase the registered capital of Jiangsu Aike Integrated Circuit Co., Ltd. and gain control over it, focusing on the integrated circuit testing business [1][3][5]. Group 1: Investment Details - The investment will increase Aike's registered capital from 10 million yuan to 47.1526 million yuan, with Shanghai Minai holding 78.79% of Aike's shares post-investment [5]. - The remaining funds from the 90 million yuan will be allocated to Aike's capital reserve [3][5]. Group 2: Business Synergy - The investment aligns with Dagang's strategy to focus on its core testing business, enhancing collaboration with key clients and improving integration in R&D, products, and market strategies [5][6]. - Aike Integrated Circuit is the only entity under Jiangsu Aike focusing on integrated circuit testing, which is crucial for the company's operational transformation [5][6]. Group 3: Financial Performance - Aike Integrated Circuit reported a net asset value of 11.509 million yuan, with an assessed net asset value of 24.2244 million yuan, reflecting a 110.48% increase in asset value [7]. - For the first half of 2025, Aike achieved a revenue of 20.8923 million yuan and a net profit of 1.5928 million yuan, indicating modest financial performance [8].

Group 1 - China Mobile's controlling shareholder, China Mobile Group, plans to transfer 41.98 million shares (0.19% of total shares) to China National Petroleum Corporation [1] - Strong瑞 Technology intends to invest 70 million yuan to acquire 35% equity in aluminum cooling technology company, which supplies components for NVIDIA AI servers [2] - Pingtan Development's stock price has increased over 100% in the last eight trading days, indicating significant abnormal trading behavior [3] Group 2 - Hezhong China warns of irrational speculation risk as its stock price has surged 61.23% over five consecutive trading days, significantly deviating from its fundamentals [4] - TCL Technology's participation in the restructuring plan of Suning Group has not been approved by creditors, leading to uncertainties in the restructuring process [5] - Huitian New Materials has signed a strategic cooperation agreement with Taiblue New Energy to collaborate in solid-state batteries and key materials [6] Group 3 - Han Jian He Shan has signed a procurement contract worth 207 million yuan with China Nuclear Industry Huaxing Construction, accounting for 26.29% of its audited revenue for 2024 [7] - Actual controller of Baihehua, Chen Lirong, mistakenly reduced his holdings by 160,000 shares but has since repurchased the same amount [8][9] - Yaxing Chemical is planning to acquire control of Tianyi Chemical through a combination of share issuance and cash payment, leading to a stock suspension [10] Group 4 - Shenghui Integration's shareholder, Suzhou Shengzhan, has terminated its plan to reduce holdings of up to 620,000 shares, having already reduced 565,500 shares [11] - North Bay Port reported a 22.73% year-on-year increase in cargo throughput in October [12] - Jiangling Motors experienced an 8.06% year-on-year increase in automobile sales in October [12]

Market Overview - The A-share market saw all three major indices close higher, with the Shanghai Composite Index rising by 0.55%, the Shenzhen Component increasing by 0.19%, and the ChiNext Index up by 0.29% [2] - The total trading volume for the day was 2.13 trillion yuan, a decrease of over 210 billion yuan compared to the previous trading day [2] - More than 3,500 stocks closed higher, with 91 stocks hitting the daily limit up [2] Sector Performance - The Hainan Free Trade Zone concept led the market, with stocks like Intercontinental Oil and Gas, Hainan Development, and Haima Automobile hitting the daily limit up [2] - Other sectors that saw gains included dyes, horse racing, and film and television [2] - Conversely, sectors such as fentanyl, PVDF, and battery concepts experienced the largest declines [2] Historical Highs - A total of 44 stocks reached historical closing highs, excluding newly listed stocks from the past year [3] - The electric equipment, machinery, and electronics sectors had a significant concentration of stocks reaching new highs, with 7, 7, and 5 stocks respectively [3] - The average price increase for stocks that reached historical highs was 5.62%, with notable gainers including Aerospace Intelligent Equipment, Yaxiang Integration, and Baiao Chemical [3] Institutional Activity - In the day's trading, 9 stocks were net bought by institutions, with 6 stocks seeing net purchases exceeding 10 million yuan [5] - Aerospace Intelligent Equipment topped the list with a net purchase of 106 million yuan, followed by Aerospace Technology and Jinhua New Materials, both exceeding 35 million yuan [5] - On the sell side, Thinking Control faced the largest net sell-off at 125 million yuan, followed by Kaimete Gas and Rongxin Culture [6] Northbound Capital Flow - Eight stocks were net bought by northbound funds, with Aerospace Intelligent Equipment leading at 93.44 million yuan [8] - Northbound funds sold off 8 stocks, with Kaimete Gas experiencing the largest net sell at 145 million yuan [8] Notable Announcements - Yaxing Chemical is planning to issue shares and pay cash to acquire control of Tianyi Chemical, resulting in a stock suspension [10] - China Mobile's controlling shareholder plans to transfer 41.98 million shares to China National Petroleum Corporation [11] - China Shenhua announced a cash dividend distribution totaling 19.471 billion yuan for the first half of 2025 [12]